Home / Case Studies / 1040 Tax Automation Provider
/ Case Study · Finance
A Tax Automation Legacy App, Migrated. 1040 Filing, Automated.
/ The engagement
A.NET MVC Rebuild With CCH Integration and Cloud Allocation.
A leader in 1040 tax automation, whose tools are used by nearly 20,000 tax professionals from Big 4 firms to sole practitioners, wanted to migrate its legacy application. Brainvire rebuilt it on.NET MVC with a workflow that follows the income tax filing process, integrated CCH third-party software to send and pull data, added a tax calculator, and moved the load to the cloud.
/ About the client
The client leads in 1040 tax automation for CPA firms, with scan-and-populate and optional OCR verification, outsourcing, and an award-winning mobile solution that retires the paper organizer. Its tools serve nearly 20,000 tax professionals, from Big 4 firms to sole practitioners.
The client asked Brainvire to migrate its tax automation legacy application. The team built a.NET MVC application with a workflow that tracks the income tax filing process, created documents in income tax format, integrated CCH third-party software bound to US government systems, and handled sending data to CCH and pulling it back.
/ The approach
Design, architecture, and features, shipped as one program.
Errors caught early
Verifying a form by hand against other systems took time, so the team automated the cross-referencing so discrepancies and errors surface on their own.
A simpler front end
The old view structure was complex, so the team rebuilt the front end with a simplified design that makes the workflow easier to follow.
Taxes worked out
Filers needed clear figures, so the team built a tax calculator that works out tax owed or refund due for the current year without manual math.
Load under control
Managing resources on-premise was hard, so the team added cloud-based automated allocation so the client handles the required load with ease.
/ What stood in the way
Four problems, solved without a maintenance window.
Select a challenge to see how it shaped the build.
Detecting discrepancies and errors
Checking a form's accuracy by cross-referencing other databases and systems was slow and manual. We automated the process so the application flags potential errors or discrepancies in the data a customer provides.
A complex view structure
The client wanted a simpler front end than the complex view structure it had. We rebuilt the interface with a clean, simplified design that improves the experience of moving through the filing workflow.
Calculating current-year tax
Filers needed an accurate, current view of what they owed. We built a tax calculator that works out tax owed or refund due for the current year, removing manual calculation and giving a clear picture of total liability.
Managing load on-premise
Managing all resources offline and on-premise was difficult for the client. We added the right level of automation with cloud computing and cloud allocation so the client manages the required load effectively.
/ Product screens
The delivered experience.
The interface people actually use.
/01Dashboard
/02Forms
/031040
/04Calculator
/05CCH
/06Reports
/07Admin/ The results
What changed, in numbers.
/ Next step
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